Trust. Experience. Confidence.

• AL
• CA
• CO
• CT
• DC
• FL
• GA
• HI
• ID
• IL
• IN
• KY
• MD
• MN
• MO
• NC
• NJ
• NM
• NY
• OH
• OK
• OR
• PA
• RI
• SC
• SD
• TN
• TX
• UT
• VA
• WA
• WI

Heather brings over 17 years of experience guiding high-net-worth individuals, business owners, and institutions toward achieving their financial goals. She began her career with UBS in 2008 as the firm’s Central Florida financial planning specialist, delivering sophisticated, customized strategies to clients across six offices. By 2010, she joined the team, where she took the helm of the team’s comprehensive planning process.

Heather's credentials as a Certified Financial Planner® and Chartered Retirement Plans Specialist™ enable her to provide holistic advice that spans financial planning, investments, insurance, charitable giving, and retirement strategies. She is lauded for her ability to design highly structured, goal-focused plans that incorporate customized portfolios and meticulous fund allocation analysis. Additionally, Heather's extensive work with retirement plan sponsors and participants showcases her expertise in enhancing both plan design and participant outcomes.

Heather's commitment extends beyond her professional endeavors. She is a proud graduate of the University of Miami with a B.B.A. in Finance and an active member of various professional and community organizations such as Florida Executive Women, 100 Women Strong, and the Central Florida Estate Planning Council. Her current and past leadership roles include serving as a board member of the Girl Scouts of Citrus Council, a sustaining member of the Junior League of Greater Orlando and participating in Leadership Winter Park Class XXVI and Lifework Leadership. 

When she's not immersed in her work, Heather dedicates her time to philanthropy, running, and traveling. She resides in Oviedo with her husband and their two sons.

• Forbes Best-in-State Wealth Advisors, 2025The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2025The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Top Women Wealth Advisors Best-in-State, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
• UBS Wealth Management President’s Council, 2025UBS Financial Services Inc. Councils are a distinction held by UBS Financial Advisors based on criteria including evaluation of compliance with firm rules, standards & policies and revenue. Council membership is not representative of any one client's experience and is not indicative of the advisor’s future performance.

• University of Miami, Finance

• CERTIFIED FINANCIAL PLANNER
• Chartered Retirement Plans Specialist

• AL
• CA
• CO
• CT
• DC
• DE
• FL
• GA
• HI
• ID
• IL
• IN
• KY
• MD
• MI
• MN
• MO
• NC
• NJ
• NM
• NY
• OH
• OK
• OR
• PA
• PR
• RI
• SC
• TN
• TX
• UT
• VA
• WA

Brian entered the financial services industry in 1999 and has built a career spanning wealth management, leadership, and investment strategy.  Over more than two decades, he has held a variety of roles; as a Wealth Management Advisor, Branch Manager and Complex Sales Manager.  This has given him a broad perspective, deep insights, and valuable connections across the industry.

As a Senior Vice President and Director of Wealth Management at UBS, Brian works closely with a select number of successful families, business owners, and executives. He provides a highly customized approach to financial planning that integrates investment management, estate and legacy planning, and tax-efficient strategies. Brian’s ability to advise wealth creators, their children, and grandchildren, always adapting to each generation’s distinct needs and priorities, gives families confidence in his enduring commitment to their long-term success.

Earlier in his career, Brian was involved in the investment banking process for a local banking software firm, gaining firsthand experience with corporate transitions including IPOs, public-to-private conversions, and private equity acquisitions. This foundation has given him a deep understanding of liquidity events and strategic financial planning for business owners and entrepreneurs.

When constructing portfolios, Brian draws on extensive experience in alternative investments, concentrated equity management, risk and volatility strategies, and succession planning. His technical expertise, coupled with strong industry relationships, enables him to bring sophisticated, practical solutions to both clients and colleagues.

Raised in Orlando, Brian earned his Bachelor of Science from the Ginn College of Engineering from Auburn University and an MBA from Embry-Riddle Aeronautical University while serving as an officer in the U.S. Army’s 11th Armored Cavalry Regiment. His military experience, balancing long-term strategy with immediate decision-making, continues to influence his disciplined approach to wealth management.

A Certified Financial Planner™, Brian provides clients with written, comprehensive financial plans designed to support every stage of life. He is actively involved various community initiatives, particularly focusing on education and veteran support.

Brian and his wife, Katie, live in Lake Mary, Florida. Their two children are students at the University of Florida.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025, 2026The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• Auburn University, Engineering
• Embry Riddle, MBA

• Wealth Advisor
• Portfolio Manager
• CERTIFIED FINANCIAL PLANNER

• AL
• AR
• AZ
• CA
• CO
• FL
• GA
• ID
• IL
• IN
• KY
• MD
• MI
• MO
• NC
• NJ
• NM
• NY
• OH
• PA
• SC
• TN
• TX
• UT
• VA
• WA
• WY

Mitch has been a Financial Advisor since 1983. He obtained his Certified Financial Planner™(CFP®) designation in 1987 and earned the Certified Investment Management Analyst (CIMA®) designation through the Wharton School of Business in 2005. In 2007, Mitch obtained the Chartered Retirement Plans Specialist (CRPS®) designation, which provides the expertise needed to implement, evaluate and monitor corporate retirement plans. In 2010, Mitch completed coursework to receive his Portfolio Manager title through UBS’s Portfolio Management Program.

Mitch works with individual and institutional accounts by providing consulting and investment advice. His commitment to this ever-changing industry leads him to complete advanced coursework each year above what is required to maintain his designations. He especially enjoys the opportunity to work with private clients and their families over many years.  

Mitch grew up in Perry, Florida, and attended the University of Florida, graduating with a B.S. in Chemistry. He has been married to his high school sweetheart, Rhonda, for 42 years. They have been blessed with three children, now married, and seven grandchildren.

• Forbes Best-in-State Wealth Management Teams, 2023, 2024, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

• University of Florida, Chemistry

• CERTIFIED FINANCIAL PLANNER
• Chartered Retirement Planning Counselor
• Senior Portfolio Manager
• Wealth Advisor

• FL

Stephanie brings a robust foundation in client service and operations, honed over 15 years of industry experience. Originally hailing from Long Island, New York, she is an alumna of Elon University and made the sunny move to Florida to dive into her career in wealth management.

Stephanie is a exceptional partner when it comes to supporting both clients and advisors, especially in navigating the intricate world of operational and service needs. You will see her in action frequently, as she will be our go-to for scheduling, coordinating money movements, and addressing any questions that come her way. Her gift for building meaningful relationships and her warm, reliable presence make her a perfect match for our team.

What sets Stephanie apart is her unwavering commitment to delivering an exceptional client experience. She approaches every interaction with a solutions-oriented mindset and a genuine care for our clients. 

Outside the office, Stephanie enjoys quality time with her husband and their beautiful twin daughters. She is actively involved in her church community and has a passion for documentary series.

Paulomi Dholakia brings four years of experience in the financial services industry, with a foundation built on analytical rigor, operational leadership, and a deep commitment to client service. She joined UBS in July 2025, where she supports comprehensive wealth management strategies designed to help clients navigate complexity with clarity and confidence. 

Before transitioning fully into finance, Paulomi built her career in operations management, including leadership experience at The Walt Disney Company. That background shaped her approach to client service — detail-oriented, process-driven, and grounded in delivering a seamless experience.

Paulomi holds both a Bachelor of Science and a Master of Science in Biotechnology from Johns Hopkins University. Her scientific training informs her analytical perspective, allowing her to approach financial strategy with precision and thoughtful problem-solving.

Outside of the office, Paulomi enjoys reading, exploring television and film, and following Formula 1. She is also a dog mom to Chip, who keeps her active and entertained.

Davis joined UBS Winter Park Wealth Management in June of 2025, bringing enthusiasm for exceptional service and a passion for building meaningful client relationships. Born and raised in Winter Park, Florida, Davis has deep roots in the local community and a personal commitment to helping clients pursue their financial goals with clarity and confidence.

Davis is currently finishing his final semester at the University of Central Florida, where he is earning his bachelor’s degree in economics. His academic background has equipped him with a strong foundation in financial principles and analytical thinking, which he applies daily to support the team and serve clients effectively. 

In his role at UBS, Davis enjoys working closely with clients to foster meaningful connections, and help ensure their needs are addressed with attention and care. He believes successful relationships are built through listening, thoughtful problem-solving, and a long-term perspective focused on what matters most to each client.

Outside of work, Davis is an avid golfer and enjoys cooking, blending his love of precision and creativity both on and off the course.